Tax Preparer - Business and S-Corp Tax, Associate

About the role

A tax firm is looking for a Business Tax Preparer to support U.S. business tax compliance, with an emphasis on small businesses and S-corporations. The role organizes client records, enters tax-return data, prepares supporting schedules, rolls forward prior-year workpapers and flags missing information for review by an experienced tax professional. Practical experience with business tax returns or tax-support work is needed; a CPA or Enrolled Agent credential is not required.

Key responsibilities

• Organize business tax documents, prior-year returns, trial balances, general ledgers, fixed-asset schedules, payroll information and owner records.
• Prepare or input data for federal and state business tax returns under supervision.
• Assist with Forms 1120-S and 1065, and with Schedules K, K-1, M-1, M-2 and related schedules when assigned.
• Tie tax-return inputs to the trial balance, general ledger and supporting schedules.
• Assist with book-to-tax adjustments, depreciation, fixed assets, shareholder or partner activity and distributions.
• Roll forward prior-year workpapers and verify changes before use.
• Identify missing information, unusual balances and inconsistencies for reviewer follow-up, and prepare organized workpapers responding to reviewer notes.
• Follow the firm's tax software, e-file, document-retention and confidentiality procedures.

Required profile

• 1-3 years of hands-on U.S. business-tax preparation or tax-support experience.
• Exposure to Form 1120-S, Form 1065 or related business-tax work.
• Basic understanding of how accounting records support a business tax return.
• Familiarity with trial balances, general ledgers, fixed assets, depreciation and owner transactions.
• Clear written and spoken English for communicating with U.S.-based reviewers.
• Willingness to work adjusted hours during tax season.

Required skills

• Professional tax software or comparable tax-preparation systems.
• Strong Excel or Google Sheets skills.
• Attention to detail and ability to follow workpaper instructions.

Preferred: experience with S-corp workpapers and K-1 data, shareholder basis and distributions, partnership returns, QuickBooks, and experience in a U.S. firm or tax-preparation practice.